UN/BALANCED

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41:55
UN/BALANCED Episode 8: How China's Booming Car Exports Might Force European Rebalancing, Plus How Protection Can Work (or Not)
Matt and Michael discuss the sudden emergence of the Chinese motor vehicle trade surplus, what it says about China, and what it means for Europeans.
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UN/BALANCED Episode 7: Europe's Crises, Dogs Getting Credit Cards, German Tourists Finally Save the World(?), and What Does "Saving" Mean…
Listen now | Matt and Michael catch up on what has happened in Europe since the start of the pandemic.
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UN/BALANCED Episode 6: China's Lackluster Reopening, What Chinese Leaders Have in Common With Herbert Hoover, Learning from Japan, and the…
Matt and Michael review China's surprisingly weak 2023H1 economic data and what it might mean for the future.
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UN/BALANCED Episode 5: The U.S. Banking System Reacts to Rate Hikes
Matt and Michael discuss how the blowups of Silicon Valley Bank, Signature Bank, and First Republic resemble--and differ from--previous failures. Plus…
41:24
UN/BALANCED Episode 4: China's Two Sessions, Who Should Run Economic Policy, and the "Negative Convexity" of China's Local Debts
Matt and Michael discuss the state of Chinese political economy in the aftermath of Covid Zero.
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UN/BALANCED Episode 3: Globalization, Mary Poppins, the IRA, and the Opinion that Might Get Michael Pettis Shot
Matt and Michael discuss how to make cross-border economic integration work better.
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UN/BALANCED Episode 2: China's Reopening, Incredible Shrinking Surpluses, Russia's Balance of Payments, and Why Aging in Germany Could Lead…
Listen now | Matt and Michael discuss life in Beijing after the end of Covid Zero, the financial and economic impact of the war in Ukraine, and whether…
46:47
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UN/BALANCED Episode 1: Trade Wars Are Class Wars in 2020-2022
Listen now | In our inaugural episode, Matt Klein and Michael Pettis discuss the impact of the pandemic--and the varied policy responses--on global…
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UN/BALANCED
UN/BALANCED
Matt Klein and Michael Pettis discuss the global economy and financial system in a listener-supported podcast.

UN/BALANCED

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